BOK Financial Private Wealth, Inc.
DENVER CO · SEC CIK 0001317348
$19.50亿2026Q2 申报市值
780持仓数
70.0%前十大占比 · 第一大 17.9%
354 / 41新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ICSH 加仓+$1.02亿
VTIP 加仓+$1,737.10万
VEA 加仓+$877.32万
VCRB 加仓+$349.32万
SPY 加仓+$247.66万
2026Q2 卖出最多 按季末市值估算
IAUM 减仓-$1,531.11万
GNRC 重新持有-$150.02万
AAPL 减仓-$126.88万
PANW 减仓-$125.29万
IWB 减仓-$116.38万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| FSSL | FS SPECIALTY LENDING FD | $0 | 0.00% | 0 | -777 | -100.0% | -$9,721 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -80 | -100.0% | -$6,167 | 清仓 |
| PULS | PGIM ETF TR | $0 | 0.00% | 0 | -120 | -100.0% | -$5,962 | 清仓 |
| FELC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -141 | -100.0% | -$5,120 | 清仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -96 | -100.0% | -$5,011 | 清仓 |
| FVAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -72 | -100.0% | -$5,008 | 清仓 |
| VUSB | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -77 | -100.0% | -$3,834 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -40 | -100.0% | -$2,111 | 清仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -22 | -100.0% | -$1,614 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -7 | -100.0% | -$1,601 | 清仓 |
| IVLU | ISHARES TR | $0 | 0.00% | 0 | -26 | -100.0% | -$1,020 | 清仓 |
| KD | KYNDRYL HLDGS INC | $0 | 0.00% | 0 | -77 | -100.0% | -$1,011 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -25 | -100.0% | -$951 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -8 | -100.0% | -$240 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -5 | -100.0% | -$111 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | 0 | — | -$97 | 清仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $0 | 0.00% | 0 | 0 | — | -$73 | 清仓 |
| SWBI | SMITH & WESSON BRANDS INC | $0 | 0.00% | 0 | 0 | — | -$42 | 清仓 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | 0 | — | -$12 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| — | AMERICAN REBEL HOLDINGS INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |